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Tower Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Tower Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.41M Buy
4,182
+40
+1% +$24.3K 1.33% 14
2025
Q4 		$2.54M Sell
4,142
-173
-4% -$106K 1.4% 13
2025
Q3 		$2.59M Buy
4,315
+186
+5% +$107K 1.42% 13
2025
Q2 		$2.28M Buy
4,129
+132
+3% +$65.7K 1.35% 12
2025
Q1 		$1.87M Sell
3,997
-50
-1% -$25.4K 1% 18
2024
Q4 		$2.07M Sell
4,047
-180
-4% -$91K 1.08% 16
2024
Q3 		$2.06M Buy
4,227
+60
+1% +$28.4K 1.2% 14
2024
Q2 		$2M Buy
4,167
+337
+9% +$152K 1.23% 14
2024
Q1 		$1.7M Buy
3,830
+94
+3% +$40.3K 1.1% 18
2023
Q4 		$1.53M Sell
3,736
-708
-16% -$269K 1.08% 17
2023
Q3 		$1.59M Sell
4,444
-117
-3% -$43.4K 1.31% 16
2023
Q2 		$1.68M Sell
4,561
-78
-2% -$26.3K 1.35% 15
2023
Q1 		$1.49M Sell
4,639
-4
-0.1% -$1.18K 1.24% 15
2022
Q4 		$1.24M Buy
4,643
+22
+0.5% +$6.08K 1.08% 15
2022
Q3 		$1.28M Sell
4,621
-987
-18% -$298K 1.22% 14
2022
Q2 		$1.57M Buy
5,608
+2,164
+63% +$672K 2.09% 10
2022
Q1 		$1.25M Sell
3,444
-19
-0.5% -$6.75K 1.36% 11
2021
Q4 		$1.38M Sell
3,463
-45
-1% -$17.4K 1.4% 11
2021
Q3 		$1.26M Sell
3,508
-40
-1% -$14.7K 1.32% 10
2021
Q2 		$1.26M Sell
3,548
-101
-3% -$34K 1.38% 10
2021
Q1 		$1.17M Buy
3,649
+2,587
+244% +$827K 1.5% 12
2020
Q4 		$333K Buy
+1,062
New +$312K 0.38% 29

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tower Wealth Partners's QQQ Position: Q1 2026 in Review

Tower Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 0.97% in Q1 2026, buying an estimated $24.3K and bringing the position to 4,182 shares worth $2.41M. The position accounts for 1.33% of the portfolio, ranked #14.

Tower Wealth Partners first reported a position in QQQ in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.59M in Q3 2025. 3,826 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Tower Wealth Partners held 4,182 shares of Invesco QQQ Trust worth $2.41M as of Q1 2026.
  • Tower Wealth Partners bought 40 Invesco QQQ Trust shares in Q1 2026, an estimated $24.3K.
  • Invesco QQQ Trust made up 1.33% of Tower Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Tower Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Invesco QQQ Trust position peaked at $2.59M in Q3 2025.
  • 3,826 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.